Strategic Planning Associate

4 weeks ago

Pasig, Philippines Cocogen Insurance, Inc. Full time

Job Description

The Strategic Planning Associate involves facilitating strategic and divisional planning, evaluating departmental action plans for alignment with corporate goals, and tracking performance metrics to ensure results meet expectations.

  • Gathers assigned statistical and financial data from the Annual Reports and references from the IC, insurance companies, and other sources; prepares and analyzes report/s for review of the Strategic Planning Head and presentation during the strategic planning session.
  • Reviews submitted measures (KPI) and action plans of the assigned departments vs. targets set. Coordinates the same with Strategic Planning Officer and Head.
  • Analyzes the results and highlights significant areas that are contributing to or are affecting the targets for the period of the assigned department. Discusses the same during the regular Strategic Planning Department meetings.
  • Prepares, consolidates and analyzes performance reports vs. budgets. Highlights significant areas that are contributing to or affect the financial results. Prepare annual unit rating.
  • Coordinates with the concerned Department Heads or designated point persons the review, finalization and the monitoring of the action plans and budget for the year.

Suggestions for improvement include enhancing the strategic and division planning process and the monitoring of action plans and budgets.
Performs other duties assigned by immediate superior consistent with the Company’s vision, mission, and core values.

Qualifications
  • Bachelor’s degree in Business, Mathematics, or a related field.
  • With at least 1–2 years of relevant work experience in analysis, statistics, or accounting preferred.
  • Proficient in using office software such as spreadsheets, word processors, and presentation tools
  • Good command of written and spoken English, with attention to grammar and clarity
  • Strong analytical and data interpretation skills
  • Able to prepare clear reports and presentations
  • Professional and customer-focused in communication and teamwork
  • Basic understanding of project management processes
  • Knowledgeable in business operations and technical concepts
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Business Development and Sales
Industries
  • Insurance
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